Randall Taylor
Randall Taylor is a registered investment advisor at Ascend Wealth Management LLC, based in Eagle, ID, with 18 years of industry experience. Randall operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 216 clients with $33M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ascend Wealth Management offers direct asset management services where they charge 1% of the value of your portfolio annually. This fee is negotiable.
Ascend Wealth Management also works with a co-advisor, Gradient Investments, LLC. The fees for these services are based on the type of portfolio:
- Strategic Portfolios: 1.90% annually
- Tactical Portfolios: 1.75% annually
- Allocation & Defined Outcome Portfolios: 1.65% annually
- Private Wealth Portfolios: 1.50% annually
- Preservation Portfolios: 1.00% annually
These fees are negotiable. There is also a $15 quarterly service fee for technology and reporting.
Location
Eagle, ID
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Regulatory History (1)
Criminal
March 1990Other Business Activities
Randall is involved with J T Financial, Inc. since 2012, Ascend Financial Advisors since August 2024, and Interwest Investment Advisors, Inc. since 2014.
Employment History
Current Registrations
Ascend Wealth Management LLC
Previous Registrations
Interwest Investment Advisors, INC
American Independent Securities Group, LLC
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.